We Work Together to
Improve Your Financial Life
We Take the Time to Get to Know You
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Get to Know us
We Offer Significantly More Than Investments
We care for your money with integrated services that focus not only on wealth enhancement but wealth protection, wealth transfer, and charitable giving. Addressing all these elements is important to develop the best plan for you.
How we work with you
We connect with you to get to know you personally, as well as your overall situation.
Once we have full knowledge of who you are and what you want to accomplish, we design your customized plan.
As your situation evolves, we constantly look for ways to enhance your plan through tax, risk, and wealth management strategies.
Find an Advisor
Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning—creating a comprehensive financial plan, tailored to your individual and personal goals.
SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
February 18, 2020
FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob
Client Focus Drives Southwestern Investment Group’s Success
February 15, 2020
What value drives Southwestern Investment Group’s success? The same value that Southwestern
SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS
February 7, 2020
FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages